#  @jptissot1 Jean Philippe Tissot (Condorito) 🇺🇦 Jean Philippe Tissot (Condorito) 🇺🇦 posts on X about tariffs, tissot, china, sweden the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours. ### Engagements: [-----] [#](/creator/twitter::894526791108395008/interactions)  - [--] Week [------] +5,807% - [--] Month [------] +293% - [--] Months [-------] -14% - [--] Year [-------] +31% ### Mentions: [--] [#](/creator/twitter::894526791108395008/posts_active)  - [--] Week [--] -33% - [--] Month [--] +14% - [--] Months [---] -40% - [--] Year [---] +7.90% ### Followers: [-----] [#](/creator/twitter::894526791108395008/followers)  - [--] Week [-----] +0.55% - [--] Month [-----] +1.10% - [--] Months [-----] +8.80% - [--] Year [-----] +18% ### CreatorRank: [-------] [#](/creator/twitter::894526791108395008/influencer_rank)  ### Social Influence **Social category influence** [fashion brands](/list/fashion-brands) #2471 [finance](/list/finance) 18.69% [countries](/list/countries) 13.08% [stocks](/list/stocks) 6.54% [technology brands](/list/technology-brands) 6.54% [travel destinations](/list/travel-destinations) 3.74% [social networks](/list/social-networks) 2.8% [currencies](/list/currencies) 1.87% **Social topic influence** [tariffs](/topic/tariffs) 7.48%, [tissot](/topic/tissot) #12, [china](/topic/china) 4.67%, [sweden](/topic/sweden) 3.74%, [netherlands](/topic/netherlands) #179, [$googl](/topic/$googl) 2.8%, [twitter](/topic/twitter) 2.8%, [stocks](/topic/stocks) 2.8%, [taiwan](/topic/taiwan) 2.8%, [zurich](/topic/zurich) 2.8% **Top accounts mentioned or mentioned by** [@sharogradskym](/creator/undefined) [@pbcinc](/creator/undefined) [@davidkatunaric](/creator/undefined) [@billackman](/creator/undefined) [@mavixleon](/creator/undefined) [@terramm](/creator/undefined) [@pernasresearch](/creator/undefined) [@finphysnerd](/creator/undefined) [@shellyiot](/creator/undefined) [@mascarosergi](/creator/undefined) [@voltportfolio](/creator/undefined) [@iancassel](/creator/undefined) [@simeonresearch](/creator/undefined) [@evfcfaddict](/creator/undefined) [@microcapclub](/creator/undefined) [@symmetryinvest](/creator/undefined) [@notebooklm](/creator/undefined) [@kaisiefert](/creator/undefined) [@assafnathan](/creator/undefined) [@juliangoldieseo](/creator/undefined) **Top assets mentioned** [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Apple, Inc. (AAPL)](/topic/$aapl) [Microsoft Corp. (MSFT)](/topic/$msft) [Crowdstrike Holdings Inc (CRWD)](/topic/$crwd) [Adobe, Inc. (ADBE)](/topic/$adbe) ### Top Social Posts Top posts by engagements in the last [--] hours "@JulianGoldieSEO n8n" [X Link](https://x.com/jptissot1/status/2021472884347240678) 2026-02-11T06:34Z [----] followers, [---] engagements "Arauca Capital has just released the H1-2025 letter If youre subscribed it should already be in your inbox. I know a bit delayed I share updates on our activities our largest holdings (Shelly Sofwave Alphabet) and I disclose some new [----] positions like Avio Intellego. And most importantly I share with you how I think about "sizing" the true art of portfolio management in my view. If you havent subscribed yet you can access the letter by following these steps: -Visit: -Navigate to Read and Listen -Register your email and name to download it instantly. Thank you for your interest and constant" [X Link](https://x.com/jptissot1/status/1969333735762899078) 2025-09-20T09:32Z [----] followers, 17.8K engagements "I grew up seeing Amsterdam as an extremely beautiful city where entrepreneurs thrived. The Netherlands became a magnet for European headquarters drawn to an international but cozy society that http://x.com/i/article/2022942155979763712 http://x.com/i/article/2022942155979763712" [X Link](https://x.com/jptissot1/status/2022945880572141708) 2026-02-15T08:07Z [----] followers, 43.1K engagements "@iancassel Love it" [X Link](https://x.com/jptissot1/status/2019751765176934844) 2026-02-06T12:35Z [----] followers, [---] engagements "@SimeonResearch_ 😂😂😂😂" [X Link](https://x.com/jptissot1/status/2021250214535815646) 2026-02-10T15:49Z [----] followers, [---] engagements "@hansvantelling @VVD Here my take on the topic: How the Netherlands Pioneers of Modern Finance Are Destroying Their Own Legacy A 36% tax on unrealized gains is economic suicide https://x.com/jptissot1/status/2022945880572141708 https://t.co/WrgU6oIUfx https://x.com/jptissot1/status/2022945880572141708 https://t.co/WrgU6oIUfx" [X Link](https://x.com/jptissot1/status/2022947504472699124) 2026-02-15T08:14Z [----] followers, [----] engagements "@david_katunaric 🙏" [X Link](https://x.com/jptissot1/status/2022963805207372194) 2026-02-15T09:18Z [----] followers, [---] engagements "A lot of people asking about AI use for research - Look out of a fun conversation with a friend where I was showing the tons f overviews I created I converted one into a video and for fun created these guys. But this is Vitalhub earnings FY released last week. Imagine you are a know nothing on the company this is very useful or want a faster update this is also very useful. You can also join the conversation which is mind blowing. Maybe I will have John and Helga discuss my other holdings soon :) 🤣 Vitalhub [----] Full Year results Analysis and Discussion with John and . via @YouTube" [X Link](https://x.com/jptissot1/status/1906310990267826400) 2025-03-30T11:42Z [----] followers, [----] engagements "@evfcfaddict @PenttiJokinen Fully agree" [X Link](https://x.com/jptissot1/status/1906311084866150426) 2025-03-30T11:42Z [----] followers, [---] engagements "@pbcinc Exactly" [X Link](https://x.com/jptissot1/status/1906699188458459398) 2025-03-31T13:24Z [----] followers, [---] engagements "Tell is more would love your insights I am buying/bought $GOOGL at these levels I fully agree with what your said and as my friend @pbcinc said. We had the Apple death then Meta/Facebook death and now Google. So I cannot be more excited about the future also people here in Twitter do not grasp optionality and see Googlenas a search engine alone. They ignore Eaton Isomorphic Veryex Willow just to mention some at their own peril" [X Link](https://x.com/jptissot1/status/1907004331531927826) 2025-04-01T09:37Z [----] followers, [--] engagements "@tanhsingh @finchat_io @pbcinc Tell us I meant" [X Link](https://x.com/jptissot1/status/1907004388628938793) 2025-04-01T09:37Z [----] followers, [--] engagements "Tariffs of 10% for Heard Island and McDonald Islands I had to Google it tbh - Population Zero This tells you everything about this clown show" [X Link](https://x.com/jptissot1/status/1907564009844314385) 2025-04-02T22:41Z [----] followers, [----] engagements "@BillAckman lol major cope" [X Link](https://x.com/jptissot1/status/1907762453422735754) 2025-04-03T11:49Z [----] followers, [---] engagements "@nobenchmark @SharogradskyM @Vienna13Capital @pbcinc Nop the guidance of the company only takes into account growth into existing markets the US is pure optionality and I see it the same way" [X Link](https://x.com/jptissot1/status/1907831723401916599) 2025-04-03T16:25Z [----] followers, [----] engagements "Great take Alex" [X Link](https://x.com/jptissot1/status/1908017947194355989) 2025-04-04T04:45Z [----] followers, [----] engagements "Market will be 10% up the moment this clown is fired Lutnick is a complete joke the U.S. imports $3.3 trillion of goods per year and $800 billion of services not $20 trillion. FIRE HIM IMMEDIATELY - embarrassment https://t.co/iwSJQBu8DG Lutnick is a complete joke the U.S. imports $3.3 trillion of goods per year and $800 billion of services not $20 trillion. FIRE HIM IMMEDIATELY - embarrassment https://t.co/iwSJQBu8DG" [X Link](https://x.com/jptissot1/status/1908543708561039466) 2025-04-05T15:34Z [----] followers, [----] engagements "Just a thought about this mess we are in. This is a 100% human made lunatic situation. A single tweet a single firing of the clown minister of commerce can dramatically change the course of things. Of course the wrong tweet can put us further into chaos. But This is not a credit event this is something that can be reversed. If you try to guess what will happen you most likely will lose money. Caution and awareness of this is a super volatile macro situation is essential. Extrapolating the last two days into the future can kill you. You can assume the actions taken n tariffs will stay and" [X Link](https://x.com/jptissot1/status/1908547348625522877) 2025-04-05T15:48Z [----] followers, [----] engagements "Has ever been a situation that current politians take designs with the lessons of history So yes get ready to repeat it Learning from history might have been made by leaders a few decades back but now we are leading by clowns So until the pain is too large those there will not react unfortunately. They need pain to realize and everyone loses" [X Link](https://x.com/jptissot1/status/1908548133425983552) 2025-04-05T15:51Z [----] followers, [---] engagements "@JMihaljevic *decisions*" [X Link](https://x.com/jptissot1/status/1908553665813635500) 2025-04-05T16:13Z [----] followers, [---] engagements "Thanks for supporting this admin since the very begging you feel winning Bill now . Your habikity to never understand second order effects is right here in your eyes once again. Your naive support for Trump ignored the massive fat tail risks that he could and actually brought but you never think in second order effects And you as a massive supporter and advocating with your millions of followers for him to win are a big part of this mess. Thank you" [X Link](https://x.com/jptissot1/status/1908832542343446678) 2025-04-06T10:41Z [----] followers, [---] engagements "@BillAckman A reminder of your part in this mess" [X Link](https://x.com/jptissot1/status/1908833900593369143) 2025-04-06T10:47Z [----] followers, [---] engagements "@BillAckman @howardlutnick You takes / posts from October to March this year and this latest trantum makes you lose so much credibility. You should have never posted anything political Time to delete Twitter" [X Link](https://x.com/jptissot1/status/1909154794473746642) 2025-04-07T08:02Z [----] followers, [---] engagements "Indeed Pure logic. The art of the deal lol 🤣🤣 Hearing that Europe is preparing a backup plan like we cautioned last week to tax US $800 billion tech/service export industry if Trump fails to accept their offers to lower tariffs. $MSFT $CRWD $ADBE $GOOG $AMZN $AAPL So what's the logic here to win 5% margin domestic https://t.co/GoYBiDA8IW Hearing that Europe is preparing a backup plan like we cautioned last week to tax US $800 billion tech/service export industry if Trump fails to accept their offers to lower tariffs. $MSFT $CRWD $ADBE $GOOG $AMZN $AAPL So what's the logic here to win 5%" [X Link](https://x.com/jptissot1/status/1909555897744994520) 2025-04-08T10:36Z [----] followers, [---] engagements "You should look internally about what is your problem not seeing second order effects - you fiercely bee deaf when asked about it . You supported someone who supported the capitol riots if you think / believed there is common sense there you have a problem. And again this in part is your fault. I wrote the below in dedication or inspired by your lack of thinking in this matter : Events unfolding globally notably in places like the US should trigger a profound introspection for every citizen living in a free society. Witnessing democratic processes potentially challenged forces us to confront" [X Link](https://x.com/jptissot1/status/1909557070442983689) 2025-04-08T10:40Z [----] followers, [---] engagements "These are the second order consequences of the US tariffs non sense. The US tariff debacle is making the whole world to look closer-to China. Instead of the US isolating China the world (besides US) is going to try to do more business with them replacing commerce with the US. The more China economic dependence grows with the non US world the easier and less risky for retaliation becomes the possibility of an attack to Taiwan. Which that is the biggest grey swan we have. This non sense from the US is utterly dangerous. Constructive phone call discussion with Premier Li Qiang. We took stock of" [X Link](https://x.com/jptissot1/status/1909558870072086765) 2025-04-08T10:48Z [----] followers, [----] engagements "@morganhousel Same in politics 🤣" [X Link](https://x.com/jptissot1/status/1909559415797141691) 2025-04-08T10:50Z [----] followers, [---] engagements "@BillAckman Did you tell them you supported like crazy this administration Also did not know Canadas coffee ☺ is it good😂" [X Link](https://x.com/jptissot1/status/1909956387515359437) 2025-04-09T13:07Z [----] followers, [---] engagements "1/ A lot of people demonize equity investors for discussing "macro things" during times like this. I believe this perspective is misguided. Ignoring macroeconomic factors is irresponsible; however acting based on a sloppy or emotional analysis can be disastrous. Therefore discussing these issues should not be mistaken for acting impulsively. 👇" [X Link](https://x.com/jptissot1/status/1909975680051298575) 2025-04-09T14:24Z [----] followers, [----] engagements "2/ First this is one of the fastest pronounced market sell-offs in history. It is human-made it can affect every single company it is disrupting global trade dynamics and it has numerous ripple effects some of which carry extraordinarily negative consequences. Ignoring what is happening I believe is simply irresponsible. However that does not mean you should act in panic; rather we should remain highly aware of the situation" [X Link](https://x.com/jptissot1/status/1909975681737294207) 2025-04-09T14:24Z [----] followers, [---] engagements "3/ We have been misled into believing that stocks always go up which is false. That notion applies only to a select few indices and even those indices have vastly different compositions of individual stocks over time. You do not want to believe this in Germany in the early 1900s Russia [----] China [----] most European countries in [----]. Sometimes bad things happen. Through history unless a country does not lose war or decide to become communist the odds for a total collapse are very very low but still it is important to have clear the whole big picture" [X Link](https://x.com/jptissot1/status/1909975683536699476) 2025-04-09T14:24Z [----] followers, [---] engagements "4/ Now most currently If global trading dynamics are impactedwhether tariffs are reduced to zero and doing business becomes easier or the opposite as we are seeing todaythis is something that must be thoroughly evaluated. Additionally potential "grey swans" such as the collapse of the bond market or China's stance and a potential real threat to Taiwan need to be carefully monitored" [X Link](https://x.com/jptissot1/status/1909975685206077693) 2025-04-09T14:24Z [----] followers, [---] engagements "5/ There is a fundamental difference between acting on the assumption of "you know" what will happen versus evaluating what is happening and reassessing one's exposure to ensure that a companys conviction remains not too harmed in the current environment and also for potential scenarios. As an investor it is crucial to remain informed but avoid acting on what you "think" might happen. This is the kind of reactive behavior that should be avoided" [X Link](https://x.com/jptissot1/status/1909975686980268219) 2025-04-09T14:24Z [----] followers, [---] engagements "6/ Assessing potential outcomes is completely ok and aiming to maintain a portfolio resilient enough to weather any of those scenarios is important. Here are examples of potential outcomes although this is not an exhaustive list it is just for illustrative purposes and the thought process:" [X Link](https://x.com/jptissot1/status/1909975688649597147) 2025-04-09T14:24Z [----] followers, [---] engagements "7/ The worst outcome**: China and the US do not back down China devalues the Yuan sells treasuries and starts threatening Taiwan. The Fed's response becomes limited as inflationary pressures resurface. If this occurs the situation resembles those memes of the dog sitting in a room on fire. This would be the worst-case scenario where holding a portion of assets in cash and gold would serve as the only cushion and of course some hedges if you can find them cheap before is too late. Lesson: maintain some allocation in these types of assets" [X Link](https://x.com/jptissot1/status/1909975690364993637) 2025-04-09T14:24Z [----] followers, [---] engagements "8/ The bad outcome**: Neither side backs down on tariffs but bond yields do not spike dramatically. China does not escalate tensions by devaluing its currency and does not escalate threats against Taiwan. Tariffs remain in place leading to an entirely different global trading dynamic. In this case the same principle applies as above but some companies may still thrive in this environment while others suffer significantly. Analysing the potential impact of this scenario on ones portfolio and avoiding companies with large negative exposure to this situation would be prudent" [X Link](https://x.com/jptissot1/status/1909975692134973735) 2025-04-09T14:24Z [----] followers, [---] engagements "9/ **A great positive outcome**: Everyone regains their senses and global tariffs are eliminated resulting in easier trade between countries. Ending up in this scenario without adequate stock exposure would be highly regrettable. And equally regrettably would be not buying anything during the sell off" [X Link](https://x.com/jptissot1/status/1909975693779148952) 2025-04-09T14:24Z [----] followers, [---] engagements "END/ In reality the outcome will likely be a combination of various scenarios something inherently impossible to predict maybe even a positive or negative black swan who the hell knows. However analysing potential outcomes and building a portfolio that can withstand any combination of surprises or scenarios is a responsible approach. What is irresponsible is acting on the assumption that you know which scenario will unfold and placing undue confidence in your "macro analysis." meaning position your self for that scenario only. This is the kind of behaviour that should always be avoided." [X Link](https://x.com/jptissot1/status/1909975695519810042) 2025-04-09T14:24Z [----] followers, [---] engagements "More execution Today will not be the day the stock re rates but what a hell of execution over a long period of this company Shelly Group $SLYG Q1 '25 preliminary results: Revenues of EUR 26.5m (+29%) No significant impacts of the tariffs expected for the company. Full results will be published on May [--]. https://t.co/wcmDjnmnre Shelly Group $SLYG Q1 '25 preliminary results: Revenues of EUR 26.5m (+29%) No significant impacts of the tariffs expected for the company. Full results will be published on May [--]. https://t.co/wcmDjnmnre" [X Link](https://x.com/jptissot1/status/1909979891300172152) 2025-04-09T14:41Z [----] followers, [----] engagements "Is this 7D dimensional chess right. Scary stuff and we are not even a week of the announcement. These are the kind of things I do not want when companies tart changing behaviour JUST IN: Amazon $AMZN cancels some inventory orders from China after tariffs per Reuters. JUST IN: Amazon $AMZN cancels some inventory orders from China after tariffs per Reuters" [X Link](https://x.com/jptissot1/status/1909980239515578637) 2025-04-09T14:42Z [----] followers, [---] engagements "@foso_defensivo Love it Me encant" [X Link](https://x.com/jptissot1/status/1910418813872648699) 2025-04-10T19:45Z [----] followers, [----] engagements "@paulg Exactly" [X Link](https://x.com/jptissot1/status/1911647482796269643) 2025-04-14T05:07Z [----] followers, [---] engagements "@SharogradskyM lol But it is unbelievable the difference of being listed in Sweden and Germany" [X Link](https://x.com/jptissot1/status/1912523194696679618) 2025-04-16T15:07Z [----] followers, [---] engagements "@RDinsdaleRound Why are you paying an add for this" [X Link](https://x.com/jptissot1/status/1912836875456233587) 2025-04-17T11:53Z [----] followers, [--] engagements "@ValueInvestJpn Interesting do they unlock value like the spin out companies Or they behave as a truly conglomerate How is valuation I like everything you said just having all under one umbrella is incredible complex. Will love your thoughts about it Gracias" [X Link](https://x.com/jptissot1/status/1913175560722813399) 2025-04-18T10:19Z [----] followers, [--] engagements "Trade futures Eg eurusd; Just type EUR then lots of options come - select futures then select the month you want the you have it if you select the o month with the infinite logo that is the next month. It is very simple or put the future ticker I do not remember it now but you find it in secon. I can show you when I am in front of my pc later if you cant. You have to have ticked when you opened the account futures otherwise you will not ba able to trade and then you need to request it before" [X Link](https://x.com/jptissot1/status/1914632725769703637) 2025-04-22T10:49Z [----] followers, [---] engagements "@iancassel @MicroCapClub Would love to be there :) enjoy guys" [X Link](https://x.com/jptissot1/status/1915294678154465632) 2025-04-24T06:40Z [----] followers, [---] engagements "@david_katunaric Yes" [X Link](https://x.com/jptissot1/status/1919311400830198091) 2025-05-05T08:41Z [----] followers, [---] engagements "So I see more people starting to understand the story here. Still extremely early days I had the pleasure of collaborating with @david_katunaric on Sofwave Medical $SOFW.TA listed in Tel Aviv. The outcome is much better than I could have ever written myself which is why you must subscribe to David's Sub. Sofwave Medical is an incredibly misunderstood cheap I had the pleasure of collaborating with @david_katunaric on Sofwave Medical $SOFW.TA listed in Tel Aviv. The outcome is much better than I could have ever written myself which is why you must subscribe to David's Sub. Sofwave Medical is an" [X Link](https://x.com/jptissot1/status/1920087535532863558) 2025-05-07T12:05Z [----] followers, [----] engagements "@SharogradskyM As the top line results of Shelly were already given I expected no move. I am super positively surprised by the move and the large volume maybe we passed the face where institutions still comment/ask but it is a Bulgarian company :) see you all in Sofia" [X Link](https://x.com/jptissot1/status/1923058209855520896) 2025-05-15T16:49Z [----] followers, [---] engagements "@mavix_leon @SharogradskyM Exactly :)" [X Link](https://x.com/jptissot1/status/1923076386668818587) 2025-05-15T18:01Z [----] followers, [---] engagements "@terra_mm @mavix_leon @SharogradskyM What is the name of that podcast Tks" [X Link](https://x.com/jptissot1/status/1923105018112049313) 2025-05-15T19:55Z [----] followers, [---] engagements "@terra_mm @mavix_leon @SharogradskyM Is more net the biggest broker in Sweden" [X Link](https://x.com/jptissot1/status/1923640897104761147) 2025-05-17T07:25Z [----] followers, [---] engagements "@terra_mm @unfixed_income @mavix_leon @SharogradskyM And in Sweden they are not using IBKR" [X Link](https://x.com/jptissot1/status/1923730322195198109) 2025-05-17T13:20Z [----] followers, [---] engagements "@pbcinc @pernasresearch @david_katunaric So more and more investors are discovering the name and identifying the value Glad to see this" [X Link](https://x.com/jptissot1/status/1925398409210405346) 2025-05-22T03:48Z [----] followers, [---] engagements "@Eyal__Weiss @pbcinc @pernasresearch @david_katunaric 💪💪💪" [X Link](https://x.com/jptissot1/status/1925424559160754584) 2025-05-22T05:32Z [----] followers, [--] engagements "🙏🙏🙏 Thanks Adi @jptissot1 @pernasresearch @david_katunaric One of the first to identify @jptissot1 fund letter discussing $SOFW.TA is also an essential read for investors. @jptissot1 @pernasresearch @david_katunaric One of the first to identify @jptissot1 fund letter discussing $SOFW.TA is also an essential read for investors" [X Link](https://x.com/jptissot1/status/1925424896080785841) 2025-05-22T05:34Z [----] followers, [----] engagements "Visiting Shelly warehouse @Symmetry_Invest" [X Link](https://x.com/jptissot1/status/1925528220591362221) 2025-05-22T12:24Z [----] followers, [----] engagements "@pbcinc @pbcinc0 Done" [X Link](https://x.com/jptissot1/status/1926703762648813586) 2025-05-25T18:15Z [----] followers, [---] engagements "@rzshokri Great call Let me know if you need anything in Zurich let me know. Anything to help talent at GOOG :)" [X Link](https://x.com/jptissot1/status/1927303777633096073) 2025-05-27T10:00Z [----] followers, [---] engagements "@finphysnerd Thanks for flagging the company. Will check. But need to ask When you say you have 50% is that from irreplaceable capital Like family savings or a small account where if you lose that 50% it would not hurt Like I want to assess how crazy are you 🤣" [X Link](https://x.com/jptissot1/status/1927342779333534106) 2025-05-27T12:35Z [----] followers, [---] engagements "@tom_grlla @finphysnerd You might be right but Inhave a flash that he wrote somewhere [--] or 40% still. The question is still valid" [X Link](https://x.com/jptissot1/status/1927349004137898366) 2025-05-27T12:59Z [----] followers, [--] engagements "@finphysnerd Thanks mate So indeed then it is serious thing for you. Appreciate the colour" [X Link](https://x.com/jptissot1/status/1927355136247996769) 2025-05-27T13:24Z [----] followers, [---] engagements "@NotebookLM Come one when can we group the notebooks All notebooks appear together but grouping them per topic is impossible. We need folders tks vm" [X Link](https://x.com/jptissot1/status/1927626684594807078) 2025-05-28T07:23Z [----] followers, [---] engagements "@KaiSiefert @shelly_IoT Tell us more" [X Link](https://x.com/jptissot1/status/1930160038301114643) 2025-06-04T07:09Z [----] followers, [---] engagements "@OtterMarket @Kreuzmann13 Always the same but puzzled how people can keep hopeful and keep falling. Got pitched this so many times. Red flags where everywhere" [X Link](https://x.com/jptissot1/status/1930175766920139075) 2025-06-04T08:12Z [----] followers, [---] engagements "And not paying for that CAPEX needed to increase production That part is massive and tells you a lot of the kind of company Shelly is becoming Clearly there are more eyes on the story now but still I believe besides our small cap community guys here on twitter here the story is widely unknown" [X Link](https://x.com/jptissot1/status/1930209655621308474) 2025-06-04T10:26Z [----] followers, [---] engagements "@shelly_IoT @KaiSiefert Can you provide a teaser" [X Link](https://x.com/jptissot1/status/1930236124733014242) 2025-06-04T12:12Z [----] followers, [--] engagements "👀👀👀 Very good meeting with @shelly_IoT yesterday. Theyre highly invested in driving forward the energetic capabilities of their products. Very good meeting with @shelly_IoT yesterday. Theyre highly invested in driving forward the energetic capabilities of their products" [X Link](https://x.com/jptissot1/status/1930236247462576547) 2025-06-04T12:12Z [----] followers, [----] engagements "@ClarkSquareCap Hey Armando Thank you glad you liked it Long time not talk things rolling here. Hope everything is amazing on your side and lets catch up at some point during the summer" [X Link](https://x.com/jptissot1/status/1930539245782884833) 2025-06-05T08:16Z [----] followers, [---] engagements "@NotebookLM When are you enabling folders so we can group the notebooks" [X Link](https://x.com/jptissot1/status/1933240280779489572) 2025-06-12T19:09Z [----] followers, [--] engagements "Hey It is [--] months into this chaos administration and your party has not been able to create a leader that can compete in [---] years no one visible yet a complete ghost of a party and that will only fuel that the current administration (by whoever the current person in charge chooses to replace him) will stay [--] more years. Another mess up like the one of the previous election in the horizon for the democrats Time to have one visible smart voice now" [X Link](https://x.com/jptissot1/status/1934487174805676502) 2025-06-16T05:44Z [----] followers, [---] engagements "@mascarosergi Yes" [X Link](https://x.com/jptissot1/status/1934947993322762307) 2025-06-17T12:15Z [----] followers, [---] engagements "@TJuroszek Thanks Tomasz will have a look Do not follow that one If you have any comment on it I welcome your enlightenment" [X Link](https://x.com/jptissot1/status/1934956427975815478) 2025-06-17T12:48Z [----] followers, [---] engagements "@carambar007 How I am or anyone is supposed to know that Ask the sell side" [X Link](https://x.com/jptissot1/status/1934980906093097171) 2025-06-17T14:26Z [----] followers, [--] engagements "@Copilot @blkslymn So disclose that in the main tweet so all people from outside the us do not waste time And provide an estimate of worldwide toll out" [X Link](https://x.com/jptissot1/status/1935223127551737956) 2025-06-18T06:28Z [----] followers, [--] engagements "Will you let us know when reports will bring correct and up to date data. I see only hype on perplexity finance anytime I try to use it it comes with wrong numbers even for the most liquid stocks. I find Gemini and frock vastly superior but marketing of perplexity makes me check once in awhile to realize Gemini and grok are better" [X Link](https://x.com/jptissot1/status/1935989266267476139) 2025-06-20T09:13Z [----] followers, [---] engagements "@arielarmelv Por eso perdimos Que les quiten la entrada de por vida al estadio" [X Link](https://x.com/jptissot1/status/1936047029249314867) 2025-06-20T13:02Z [----] followers, [---] engagements "Financial statements - earning call transcripts / conference transcripts- and management letters when possible - = next step and my ideal wish would be: create an agent that pulls exactly that out of all documents (particularly from filings/ anual reports (telling the agent what to ignore what to take into account) and I have ready what I need to put into NotebookLM" [X Link](https://x.com/jptissot1/status/1940990274336870509) 2025-07-04T04:25Z [----] followers, [---] engagements "👇👇👇 so key point below and cannot agree more specially that there is a dangerous investment message by some others to clone and proud cloning cloning. Nothing more lazy and dangerous than that That attitude is a reflection of laziness with dangerous consequences Get ideas from others yes of course but never delegate work never delegate your thinking And never ever delegate an investment desicion You will never be unique And you will never have conviction The Cost of Copying: Why You Must Think for Yourself By @shyamsek Stop Copying Start Thinking: Discover why real investors never follow" [X Link](https://x.com/jptissot1/status/1941480167504859613) 2025-07-05T12:51Z [----] followers, [----] engagements "@MicroCapClub @pbcinc Well deserved No one who has dogged so dip in this name Well well deserved" [X Link](https://x.com/jptissot1/status/1942577154761314601) 2025-07-08T13:30Z [----] followers, [---] engagements "👇 Correct People often tend to think in absolutes choosing one extreme or the other. Few recognize that business evolution involves embracing ANDs rather than OR/VS options $GOOGL It's not $GOOG Search vs AI. It's Search and AI. CEO Sundar Pichai: "Overall queries and commercial queries on Search continue to grow year-over-year." It's not $GOOG Search vs AI. It's Search and AI. CEO Sundar Pichai: "Overall queries and commercial queries on Search continue to grow year-over-year."" [X Link](https://x.com/jptissot1/status/1948356592425894216) 2025-07-24T12:16Z [----] followers, [----] engagements "Haha no @SharogradskyM . Shelly is owned mostly by European investors and right now as you know all Europe is on holidays hahaha except crazy fund managers and Shelly employees Once Europeans are back in [--] weeks from holidays they will catch up with the news. 🤣🤣🤣 People even dont understand the value of it 🤣🤣🤣 otherwise how shares down 🤣🤣🤣 People even dont understand the value of it 🤣🤣🤣 otherwise how shares down 🤣🤣🤣" [X Link](https://x.com/jptissot1/status/1948749449494249836) 2025-07-25T14:17Z [----] followers, [----] engagements "@BobbyKKraft 🔥🔥🔥" [X Link](https://x.com/jptissot1/status/1949783286173077923) 2025-07-28T10:45Z [----] followers, [---] engagements "My two cents: I try to avoid thinking even about this. It drags me to make predictions about things I have zero control and disposes my bias also indeed need to leave room for optionality and macro optionality exists meaning ai real effect who knows - what max I can do is to leave th safer part of my barbell in the folio larger but I need to ensure on the other side I remain aggressive otherwise Inwill be leaving opportunities = in my case if I have too much cash/gold I have to allow large positions on my high conviction names (as long as they grow organically not adding like a maniac) and" [X Link](https://x.com/jptissot1/status/1950127290911801351) 2025-07-29T09:32Z [----] followers, [---] engagements "@Symmetry_Invest Wao great news" [X Link](https://x.com/jptissot1/status/1952440407805063340) 2025-08-04T18:44Z [----] followers, [---] engagements "The Value investing label is inflexible or has too little flexibility delegates a lot of thinking loves cloning and it is stuck in old convictions. The pure value investing crowd has never understood the level of optionality. In fact if you are as an investor and after years of investing still label your self (value or whatever it is an indication of your inflexibility) as I did when I began- investing it is" [X Link](https://x.com/jptissot1/status/1959508916158538102) 2025-08-24T06:51Z [----] followers, [----] engagements "@SwissTPortfolio Are you based in Zurich If yes dm never thought apure micro cap investor in these shores" [X Link](https://x.com/jptissot1/status/1959861480712495306) 2025-08-25T06:12Z [----] followers, [---] engagements "@SpecialSitsNews I thought the democrats were the comies but this And Intel stake Scary" [X Link](https://x.com/jptissot1/status/1961048024727122337) 2025-08-28T12:47Z [----] followers, [---] engagements "@pbcinc @dagensindustri @nicholasp66 @Assaf_Nathan @RyanReeves_ @SimeonResearch_ @sammutgabi Amazing you guys that were sooo early" [X Link](https://x.com/jptissot1/status/1961124581168890194) 2025-08-28T17:51Z [----] followers, [---] engagements "If there is a local team this will be awesome Shelly opening new markets 🚀 Shelly expands to the Benelux Weve established operations in the Netherlands led by General Manager Twan Huisman with a strong local team: Menno Langedijk Janet Schouten-den Butter & Jaap Veenstra. Excited to welcome them on board 🌟 #HelloBenelux #LocalExpansion https://t.co/lzLwS9tUgs 🚀 Shelly expands to the Benelux Weve established operations in the Netherlands led by General Manager Twan Huisman with a strong local team: Menno Langedijk Janet Schouten-den Butter & Jaap Veenstra. Excited to welcome them on board" [X Link](https://x.com/jptissot1/status/1963850531811606913) 2025-09-05T06:23Z [----] followers, [----] engagements "@escvel0city11 30% move (at some point) on a stock for this What kind of people trade stocks in Sweden" [X Link](https://x.com/jptissot1/status/1966164127023538261) 2025-09-11T15:37Z [----] followers, [----] engagements "@fedex774 The company management refuses to speak to investors Infind very odd their response. The majority shareholder controls almost 50% of the stock and cannot be bothered. When you have such a large shareholder you need to get to know them . I found their IR very very odd" [X Link](https://x.com/jptissot1/status/1967555436330279060) 2025-09-15T11:45Z [----] followers, [---] engagements "@SharogradskyM @SvenNordenstam Great points my dear Mark And yes people can decide to speak with customers or any stakeholders with proper research- or -listen to journalist as their source to form an opinion on a company. I think we know what is better or what should put us closer to the reality" [X Link](https://x.com/jptissot1/status/1967865595367670064) 2025-09-16T08:18Z [----] followers, [---] engagements "@mascarosergi So now you understand 🤣" [X Link](https://x.com/jptissot1/status/1968672837952066040) 2025-09-18T13:45Z [----] followers, [---] engagements "@mascarosergi Yes yes that is the better word You will feel it more and more the more things you do" [X Link](https://x.com/jptissot1/status/1968692584227705051) 2025-09-18T15:04Z [----] followers, [---] engagements "Friends: We moved the distribution of Araucas letter from Mail-chimp to @Wix (premium) and it went in very large numbers to Spam. - Please always check Spam but need to check why in Wix that happens. Arauca Capital has just released the H1-2025 letter If youre subscribed it should already be in your inbox. I know a bit delayed I share updates on our activities our largest holdings (Shelly Sofwave Alphabet) and I disclose some new [----] positions like Avio Intellego. Arauca Capital has just released the H1-2025 letter If youre subscribed it should already be in your inbox. I know a bit delayed" [X Link](https://x.com/jptissot1/status/1969647269646311789) 2025-09-21T06:17Z [----] followers, [----] engagements "@SharogradskyM Oh happy new Jewish year" [X Link](https://x.com/jptissot1/status/1970140738701730262) 2025-09-22T14:58Z [----] followers, [---] engagements "Andy you are a pillar of the investing community on this platform Thank you for your great kindness and as always it is super great to see you Until the next time my dear friend @evfcfaddict Having an 179% cagr over [---] years (after fees) is the one thing but let me kindly learn from your investment journeys is the other. A blast every time to meet you @jptissot1 one of the greats of the game https://t.co/ixvIawUxbC Having an 179% cagr over [---] years (after fees) is the one thing but let me kindly learn from your investment journeys is the other. A blast every time to meet you @jptissot1 one" [X Link](https://x.com/jptissot1/status/1972622152999580042) 2025-09-29T11:19Z [----] followers, [----] engagements "@SharogradskyM Extraordinary execution" [X Link](https://x.com/jptissot1/status/1975635554390950313) 2025-10-07T18:53Z [----] followers, [---] engagements "Shellys third-quarter preliminary results were a powerful rebuttal to the markets recent skepticism. Q32025 Revenues grew by 44% year-over-year surpassing the company's own guidance of 40%. Again Shelly is extremely consistent with the communication so this should not be a major surprise but it always is. Much of the market's doubt in my view came from a misunderstanding of Shelly's decision to refuse Amazon's unfavorable terms. Instead of seeing it as a sign of weakness I see it as a demonstration of immense pricing power and brand control which is completely missed until now by the market." [X Link](https://x.com/jptissot1/status/1975796951032483979) 2025-10-08T05:34Z [----] followers, [----] engagements "I hope you do not get angry with this answer and I say it with candor I personally have thousands of companies I do not understand and are in my hard pile. But imho if you *by your self * after following Shelly for [--] years do not get its moat it might be that the company is in your too hard pile. If you need other to tell you it is never a good sign with that said you are welcome to read my letters that for over [--] years I have explained that to my investors. And I hope you get this the right way" [X Link](https://x.com/jptissot1/status/1975826061268054338) 2025-10-08T07:30Z [----] followers, [---] engagements "@ricardog_77 and I worked for years and never had the chance to actually meet in person this changed a few weeks ago and I was delighted to spend a few days with him. Thank you my friend and up and to the right Pd for the super Millonarios T-shirts :) Happy to have been in Zurich a few days ago with my mentor and great friend @jptissot1 Grateful for these years of learning and building a great friendship with one of the best investors and friends in the world. It's truly rare to find people you can trust and talk about https://t.co/YXwZJyp0ua Happy to have been in Zurich a few days ago with" [X Link](https://x.com/jptissot1/status/1975929301896933831) 2025-10-08T14:20Z [----] followers, [---] engagements "🙏🙏🙏 thank you dear @Assaf_Nathan appreciate these words lot. Indeed I remember Opera and there are moreso many adventures we have in this business @jptissot1 You write so well. Very beautiful post. I totally agree. Ive seen you act like that in real time without hesitation. Remember Opera and what you told me when I asked about it It would also be a good example. @jptissot1 You write so well. Very beautiful post. I totally agree. Ive seen you act like that in real time without hesitation. Remember Opera and what you told me when I asked about it It would also be a good example" [X Link](https://x.com/jptissot1/status/1976661392276242721) 2025-10-10T14:49Z [----] followers, [----] engagements "$TPL my second biggest holding just had an amazing quarter - just check the numbers" [X Link](https://x.com/jptissot1/status/991055688985141249) 2018-04-30T20:44Z [----] followers, [--] engagements "Sharing a nice investing letter. Interesting discussions on $TPL $CLWY and Value Investing thoughts http://goo.gl/Z6sj8V http://goo.gl/Z6sj8V" [X Link](https://x.com/jptissot1/status/994501796063334400) 2018-05-10T08:57Z [----] followers, [--] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@jptissot1 Jean Philippe Tissot (Condorito) 🇺🇦
Jean Philippe Tissot (Condorito) 🇺🇦 posts on X about tariffs, tissot, china, sweden the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
Engagements: [-----] #
- [--] Week [------] +5,807%
- [--] Month [------] +293%
- [--] Months [-------] -14%
- [--] Year [-------] +31%
Mentions: [--] #
- [--] Week [--] -33%
- [--] Month [--] +14%
- [--] Months [---] -40%
- [--] Year [---] +7.90%
Followers: [-----] #
- [--] Week [-----] +0.55%
- [--] Month [-----] +1.10%
- [--] Months [-----] +8.80%
- [--] Year [-----] +18%
CreatorRank: [-------] #
Social Influence
Social category influence fashion brands #2471 finance 18.69% countries 13.08% stocks 6.54% technology brands 6.54% travel destinations 3.74% social networks 2.8% currencies 1.87%
Social topic influence tariffs 7.48%, tissot #12, china 4.67%, sweden 3.74%, netherlands #179, $googl 2.8%, twitter 2.8%, stocks 2.8%, taiwan 2.8%, zurich 2.8%
Top accounts mentioned or mentioned by @sharogradskym @pbcinc @davidkatunaric @billackman @mavixleon @terramm @pernasresearch @finphysnerd @shellyiot @mascarosergi @voltportfolio @iancassel @simeonresearch @evfcfaddict @microcapclub @symmetryinvest @notebooklm @kaisiefert @assafnathan @juliangoldieseo
Top assets mentioned Alphabet Inc Class A (GOOGL) Amazon.com, Inc. (AMZN) Apple, Inc. (AAPL) Microsoft Corp. (MSFT) Crowdstrike Holdings Inc (CRWD) Adobe, Inc. (ADBE)
Top Social Posts
Top posts by engagements in the last [--] hours
"@JulianGoldieSEO n8n"
X Link 2026-02-11T06:34Z [----] followers, [---] engagements
"Arauca Capital has just released the H1-2025 letter If youre subscribed it should already be in your inbox. I know a bit delayed I share updates on our activities our largest holdings (Shelly Sofwave Alphabet) and I disclose some new [----] positions like Avio Intellego. And most importantly I share with you how I think about "sizing" the true art of portfolio management in my view. If you havent subscribed yet you can access the letter by following these steps: -Visit: -Navigate to Read and Listen -Register your email and name to download it instantly. Thank you for your interest and constant"
X Link 2025-09-20T09:32Z [----] followers, 17.8K engagements
"I grew up seeing Amsterdam as an extremely beautiful city where entrepreneurs thrived. The Netherlands became a magnet for European headquarters drawn to an international but cozy society that http://x.com/i/article/2022942155979763712 http://x.com/i/article/2022942155979763712"
X Link 2026-02-15T08:07Z [----] followers, 43.1K engagements
"@iancassel Love it"
X Link 2026-02-06T12:35Z [----] followers, [---] engagements
"@SimeonResearch_ 😂😂😂😂"
X Link 2026-02-10T15:49Z [----] followers, [---] engagements
"@hansvantelling @VVD Here my take on the topic: How the Netherlands Pioneers of Modern Finance Are Destroying Their Own Legacy A 36% tax on unrealized gains is economic suicide https://x.com/jptissot1/status/2022945880572141708 https://t.co/WrgU6oIUfx https://x.com/jptissot1/status/2022945880572141708 https://t.co/WrgU6oIUfx"
X Link 2026-02-15T08:14Z [----] followers, [----] engagements
"@david_katunaric 🙏"
X Link 2026-02-15T09:18Z [----] followers, [---] engagements
"A lot of people asking about AI use for research - Look out of a fun conversation with a friend where I was showing the tons f overviews I created I converted one into a video and for fun created these guys. But this is Vitalhub earnings FY released last week. Imagine you are a know nothing on the company this is very useful or want a faster update this is also very useful. You can also join the conversation which is mind blowing. Maybe I will have John and Helga discuss my other holdings soon :) 🤣 Vitalhub [----] Full Year results Analysis and Discussion with John and . via @YouTube"
X Link 2025-03-30T11:42Z [----] followers, [----] engagements
"@evfcfaddict @PenttiJokinen Fully agree"
X Link 2025-03-30T11:42Z [----] followers, [---] engagements
"@pbcinc Exactly"
X Link 2025-03-31T13:24Z [----] followers, [---] engagements
"Tell is more would love your insights I am buying/bought $GOOGL at these levels I fully agree with what your said and as my friend @pbcinc said. We had the Apple death then Meta/Facebook death and now Google. So I cannot be more excited about the future also people here in Twitter do not grasp optionality and see Googlenas a search engine alone. They ignore Eaton Isomorphic Veryex Willow just to mention some at their own peril"
X Link 2025-04-01T09:37Z [----] followers, [--] engagements
"@tanhsingh @finchat_io @pbcinc Tell us I meant"
X Link 2025-04-01T09:37Z [----] followers, [--] engagements
"Tariffs of 10% for Heard Island and McDonald Islands I had to Google it tbh - Population Zero This tells you everything about this clown show"
X Link 2025-04-02T22:41Z [----] followers, [----] engagements
"@BillAckman lol major cope"
X Link 2025-04-03T11:49Z [----] followers, [---] engagements
"@nobenchmark @SharogradskyM @Vienna13Capital @pbcinc Nop the guidance of the company only takes into account growth into existing markets the US is pure optionality and I see it the same way"
X Link 2025-04-03T16:25Z [----] followers, [----] engagements
"Great take Alex"
X Link 2025-04-04T04:45Z [----] followers, [----] engagements
"Market will be 10% up the moment this clown is fired Lutnick is a complete joke the U.S. imports $3.3 trillion of goods per year and $800 billion of services not $20 trillion. FIRE HIM IMMEDIATELY - embarrassment https://t.co/iwSJQBu8DG Lutnick is a complete joke the U.S. imports $3.3 trillion of goods per year and $800 billion of services not $20 trillion. FIRE HIM IMMEDIATELY - embarrassment https://t.co/iwSJQBu8DG"
X Link 2025-04-05T15:34Z [----] followers, [----] engagements
"Just a thought about this mess we are in. This is a 100% human made lunatic situation. A single tweet a single firing of the clown minister of commerce can dramatically change the course of things. Of course the wrong tweet can put us further into chaos. But This is not a credit event this is something that can be reversed. If you try to guess what will happen you most likely will lose money. Caution and awareness of this is a super volatile macro situation is essential. Extrapolating the last two days into the future can kill you. You can assume the actions taken n tariffs will stay and"
X Link 2025-04-05T15:48Z [----] followers, [----] engagements
"Has ever been a situation that current politians take designs with the lessons of history So yes get ready to repeat it Learning from history might have been made by leaders a few decades back but now we are leading by clowns So until the pain is too large those there will not react unfortunately. They need pain to realize and everyone loses"
X Link 2025-04-05T15:51Z [----] followers, [---] engagements
"@JMihaljevic decisions"
X Link 2025-04-05T16:13Z [----] followers, [---] engagements
"Thanks for supporting this admin since the very begging you feel winning Bill now . Your habikity to never understand second order effects is right here in your eyes once again. Your naive support for Trump ignored the massive fat tail risks that he could and actually brought but you never think in second order effects And you as a massive supporter and advocating with your millions of followers for him to win are a big part of this mess. Thank you"
X Link 2025-04-06T10:41Z [----] followers, [---] engagements
"@BillAckman A reminder of your part in this mess"
X Link 2025-04-06T10:47Z [----] followers, [---] engagements
"@BillAckman @howardlutnick You takes / posts from October to March this year and this latest trantum makes you lose so much credibility. You should have never posted anything political Time to delete Twitter"
X Link 2025-04-07T08:02Z [----] followers, [---] engagements
"Indeed Pure logic. The art of the deal lol 🤣🤣 Hearing that Europe is preparing a backup plan like we cautioned last week to tax US $800 billion tech/service export industry if Trump fails to accept their offers to lower tariffs. $MSFT $CRWD $ADBE $GOOG $AMZN $AAPL So what's the logic here to win 5% margin domestic https://t.co/GoYBiDA8IW Hearing that Europe is preparing a backup plan like we cautioned last week to tax US $800 billion tech/service export industry if Trump fails to accept their offers to lower tariffs. $MSFT $CRWD $ADBE $GOOG $AMZN $AAPL So what's the logic here to win 5%"
X Link 2025-04-08T10:36Z [----] followers, [---] engagements
"You should look internally about what is your problem not seeing second order effects - you fiercely bee deaf when asked about it . You supported someone who supported the capitol riots if you think / believed there is common sense there you have a problem. And again this in part is your fault. I wrote the below in dedication or inspired by your lack of thinking in this matter : Events unfolding globally notably in places like the US should trigger a profound introspection for every citizen living in a free society. Witnessing democratic processes potentially challenged forces us to confront"
X Link 2025-04-08T10:40Z [----] followers, [---] engagements
"These are the second order consequences of the US tariffs non sense. The US tariff debacle is making the whole world to look closer-to China. Instead of the US isolating China the world (besides US) is going to try to do more business with them replacing commerce with the US. The more China economic dependence grows with the non US world the easier and less risky for retaliation becomes the possibility of an attack to Taiwan. Which that is the biggest grey swan we have. This non sense from the US is utterly dangerous. Constructive phone call discussion with Premier Li Qiang. We took stock of"
X Link 2025-04-08T10:48Z [----] followers, [----] engagements
"@morganhousel Same in politics 🤣"
X Link 2025-04-08T10:50Z [----] followers, [---] engagements
"@BillAckman Did you tell them you supported like crazy this administration Also did not know Canadas coffee ☺ is it good😂"
X Link 2025-04-09T13:07Z [----] followers, [---] engagements
"1/ A lot of people demonize equity investors for discussing "macro things" during times like this. I believe this perspective is misguided. Ignoring macroeconomic factors is irresponsible; however acting based on a sloppy or emotional analysis can be disastrous. Therefore discussing these issues should not be mistaken for acting impulsively. 👇"
X Link 2025-04-09T14:24Z [----] followers, [----] engagements
"2/ First this is one of the fastest pronounced market sell-offs in history. It is human-made it can affect every single company it is disrupting global trade dynamics and it has numerous ripple effects some of which carry extraordinarily negative consequences. Ignoring what is happening I believe is simply irresponsible. However that does not mean you should act in panic; rather we should remain highly aware of the situation"
X Link 2025-04-09T14:24Z [----] followers, [---] engagements
"3/ We have been misled into believing that stocks always go up which is false. That notion applies only to a select few indices and even those indices have vastly different compositions of individual stocks over time. You do not want to believe this in Germany in the early 1900s Russia [----] China [----] most European countries in [----]. Sometimes bad things happen. Through history unless a country does not lose war or decide to become communist the odds for a total collapse are very very low but still it is important to have clear the whole big picture"
X Link 2025-04-09T14:24Z [----] followers, [---] engagements
"4/ Now most currently If global trading dynamics are impactedwhether tariffs are reduced to zero and doing business becomes easier or the opposite as we are seeing todaythis is something that must be thoroughly evaluated. Additionally potential "grey swans" such as the collapse of the bond market or China's stance and a potential real threat to Taiwan need to be carefully monitored"
X Link 2025-04-09T14:24Z [----] followers, [---] engagements
"5/ There is a fundamental difference between acting on the assumption of "you know" what will happen versus evaluating what is happening and reassessing one's exposure to ensure that a companys conviction remains not too harmed in the current environment and also for potential scenarios. As an investor it is crucial to remain informed but avoid acting on what you "think" might happen. This is the kind of reactive behavior that should be avoided"
X Link 2025-04-09T14:24Z [----] followers, [---] engagements
"6/ Assessing potential outcomes is completely ok and aiming to maintain a portfolio resilient enough to weather any of those scenarios is important. Here are examples of potential outcomes although this is not an exhaustive list it is just for illustrative purposes and the thought process:"
X Link 2025-04-09T14:24Z [----] followers, [---] engagements
"7/ The worst outcome**: China and the US do not back down China devalues the Yuan sells treasuries and starts threatening Taiwan. The Fed's response becomes limited as inflationary pressures resurface. If this occurs the situation resembles those memes of the dog sitting in a room on fire. This would be the worst-case scenario where holding a portion of assets in cash and gold would serve as the only cushion and of course some hedges if you can find them cheap before is too late. Lesson: maintain some allocation in these types of assets"
X Link 2025-04-09T14:24Z [----] followers, [---] engagements
"8/ The bad outcome**: Neither side backs down on tariffs but bond yields do not spike dramatically. China does not escalate tensions by devaluing its currency and does not escalate threats against Taiwan. Tariffs remain in place leading to an entirely different global trading dynamic. In this case the same principle applies as above but some companies may still thrive in this environment while others suffer significantly. Analysing the potential impact of this scenario on ones portfolio and avoiding companies with large negative exposure to this situation would be prudent"
X Link 2025-04-09T14:24Z [----] followers, [---] engagements
"9/ A great positive outcome: Everyone regains their senses and global tariffs are eliminated resulting in easier trade between countries. Ending up in this scenario without adequate stock exposure would be highly regrettable. And equally regrettably would be not buying anything during the sell off"
X Link 2025-04-09T14:24Z [----] followers, [---] engagements
"END/ In reality the outcome will likely be a combination of various scenarios something inherently impossible to predict maybe even a positive or negative black swan who the hell knows. However analysing potential outcomes and building a portfolio that can withstand any combination of surprises or scenarios is a responsible approach. What is irresponsible is acting on the assumption that you know which scenario will unfold and placing undue confidence in your "macro analysis." meaning position your self for that scenario only. This is the kind of behaviour that should always be avoided."
X Link 2025-04-09T14:24Z [----] followers, [---] engagements
"More execution Today will not be the day the stock re rates but what a hell of execution over a long period of this company Shelly Group $SLYG Q1 '25 preliminary results: Revenues of EUR 26.5m (+29%) No significant impacts of the tariffs expected for the company. Full results will be published on May [--]. https://t.co/wcmDjnmnre Shelly Group $SLYG Q1 '25 preliminary results: Revenues of EUR 26.5m (+29%) No significant impacts of the tariffs expected for the company. Full results will be published on May [--]. https://t.co/wcmDjnmnre"
X Link 2025-04-09T14:41Z [----] followers, [----] engagements
"Is this 7D dimensional chess right. Scary stuff and we are not even a week of the announcement. These are the kind of things I do not want when companies tart changing behaviour JUST IN: Amazon $AMZN cancels some inventory orders from China after tariffs per Reuters. JUST IN: Amazon $AMZN cancels some inventory orders from China after tariffs per Reuters"
X Link 2025-04-09T14:42Z [----] followers, [---] engagements
"@foso_defensivo Love it Me encant"
X Link 2025-04-10T19:45Z [----] followers, [----] engagements
"@paulg Exactly"
X Link 2025-04-14T05:07Z [----] followers, [---] engagements
"@SharogradskyM lol But it is unbelievable the difference of being listed in Sweden and Germany"
X Link 2025-04-16T15:07Z [----] followers, [---] engagements
"@RDinsdaleRound Why are you paying an add for this"
X Link 2025-04-17T11:53Z [----] followers, [--] engagements
"@ValueInvestJpn Interesting do they unlock value like the spin out companies Or they behave as a truly conglomerate How is valuation I like everything you said just having all under one umbrella is incredible complex. Will love your thoughts about it Gracias"
X Link 2025-04-18T10:19Z [----] followers, [--] engagements
"Trade futures Eg eurusd; Just type EUR then lots of options come - select futures then select the month you want the you have it if you select the o month with the infinite logo that is the next month. It is very simple or put the future ticker I do not remember it now but you find it in secon. I can show you when I am in front of my pc later if you cant. You have to have ticked when you opened the account futures otherwise you will not ba able to trade and then you need to request it before"
X Link 2025-04-22T10:49Z [----] followers, [---] engagements
"@iancassel @MicroCapClub Would love to be there :) enjoy guys"
X Link 2025-04-24T06:40Z [----] followers, [---] engagements
"@david_katunaric Yes"
X Link 2025-05-05T08:41Z [----] followers, [---] engagements
"So I see more people starting to understand the story here. Still extremely early days I had the pleasure of collaborating with @david_katunaric on Sofwave Medical $SOFW.TA listed in Tel Aviv. The outcome is much better than I could have ever written myself which is why you must subscribe to David's Sub. Sofwave Medical is an incredibly misunderstood cheap I had the pleasure of collaborating with @david_katunaric on Sofwave Medical $SOFW.TA listed in Tel Aviv. The outcome is much better than I could have ever written myself which is why you must subscribe to David's Sub. Sofwave Medical is an"
X Link 2025-05-07T12:05Z [----] followers, [----] engagements
"@SharogradskyM As the top line results of Shelly were already given I expected no move. I am super positively surprised by the move and the large volume maybe we passed the face where institutions still comment/ask but it is a Bulgarian company :) see you all in Sofia"
X Link 2025-05-15T16:49Z [----] followers, [---] engagements
"@mavix_leon @SharogradskyM Exactly :)"
X Link 2025-05-15T18:01Z [----] followers, [---] engagements
"@terra_mm @mavix_leon @SharogradskyM What is the name of that podcast Tks"
X Link 2025-05-15T19:55Z [----] followers, [---] engagements
"@terra_mm @mavix_leon @SharogradskyM Is more net the biggest broker in Sweden"
X Link 2025-05-17T07:25Z [----] followers, [---] engagements
"@terra_mm @unfixed_income @mavix_leon @SharogradskyM And in Sweden they are not using IBKR"
X Link 2025-05-17T13:20Z [----] followers, [---] engagements
"@pbcinc @pernasresearch @david_katunaric So more and more investors are discovering the name and identifying the value Glad to see this"
X Link 2025-05-22T03:48Z [----] followers, [---] engagements
"@Eyal__Weiss @pbcinc @pernasresearch @david_katunaric 💪💪💪"
X Link 2025-05-22T05:32Z [----] followers, [--] engagements
"🙏🙏🙏 Thanks Adi @jptissot1 @pernasresearch @david_katunaric One of the first to identify @jptissot1 fund letter discussing $SOFW.TA is also an essential read for investors. @jptissot1 @pernasresearch @david_katunaric One of the first to identify @jptissot1 fund letter discussing $SOFW.TA is also an essential read for investors"
X Link 2025-05-22T05:34Z [----] followers, [----] engagements
"Visiting Shelly warehouse @Symmetry_Invest"
X Link 2025-05-22T12:24Z [----] followers, [----] engagements
"@pbcinc @pbcinc0 Done"
X Link 2025-05-25T18:15Z [----] followers, [---] engagements
"@rzshokri Great call Let me know if you need anything in Zurich let me know. Anything to help talent at GOOG :)"
X Link 2025-05-27T10:00Z [----] followers, [---] engagements
"@finphysnerd Thanks for flagging the company. Will check. But need to ask When you say you have 50% is that from irreplaceable capital Like family savings or a small account where if you lose that 50% it would not hurt Like I want to assess how crazy are you 🤣"
X Link 2025-05-27T12:35Z [----] followers, [---] engagements
"@tom_grlla @finphysnerd You might be right but Inhave a flash that he wrote somewhere [--] or 40% still. The question is still valid"
X Link 2025-05-27T12:59Z [----] followers, [--] engagements
"@finphysnerd Thanks mate So indeed then it is serious thing for you. Appreciate the colour"
X Link 2025-05-27T13:24Z [----] followers, [---] engagements
"@NotebookLM Come one when can we group the notebooks All notebooks appear together but grouping them per topic is impossible. We need folders tks vm"
X Link 2025-05-28T07:23Z [----] followers, [---] engagements
"@KaiSiefert @shelly_IoT Tell us more"
X Link 2025-06-04T07:09Z [----] followers, [---] engagements
"@OtterMarket @Kreuzmann13 Always the same but puzzled how people can keep hopeful and keep falling. Got pitched this so many times. Red flags where everywhere"
X Link 2025-06-04T08:12Z [----] followers, [---] engagements
"And not paying for that CAPEX needed to increase production That part is massive and tells you a lot of the kind of company Shelly is becoming Clearly there are more eyes on the story now but still I believe besides our small cap community guys here on twitter here the story is widely unknown"
X Link 2025-06-04T10:26Z [----] followers, [---] engagements
"@shelly_IoT @KaiSiefert Can you provide a teaser"
X Link 2025-06-04T12:12Z [----] followers, [--] engagements
"👀👀👀 Very good meeting with @shelly_IoT yesterday. Theyre highly invested in driving forward the energetic capabilities of their products. Very good meeting with @shelly_IoT yesterday. Theyre highly invested in driving forward the energetic capabilities of their products"
X Link 2025-06-04T12:12Z [----] followers, [----] engagements
"@ClarkSquareCap Hey Armando Thank you glad you liked it Long time not talk things rolling here. Hope everything is amazing on your side and lets catch up at some point during the summer"
X Link 2025-06-05T08:16Z [----] followers, [---] engagements
"@NotebookLM When are you enabling folders so we can group the notebooks"
X Link 2025-06-12T19:09Z [----] followers, [--] engagements
"Hey It is [--] months into this chaos administration and your party has not been able to create a leader that can compete in [---] years no one visible yet a complete ghost of a party and that will only fuel that the current administration (by whoever the current person in charge chooses to replace him) will stay [--] more years. Another mess up like the one of the previous election in the horizon for the democrats Time to have one visible smart voice now"
X Link 2025-06-16T05:44Z [----] followers, [---] engagements
"@mascarosergi Yes"
X Link 2025-06-17T12:15Z [----] followers, [---] engagements
"@TJuroszek Thanks Tomasz will have a look Do not follow that one If you have any comment on it I welcome your enlightenment"
X Link 2025-06-17T12:48Z [----] followers, [---] engagements
"@carambar007 How I am or anyone is supposed to know that Ask the sell side"
X Link 2025-06-17T14:26Z [----] followers, [--] engagements
"@Copilot @blkslymn So disclose that in the main tweet so all people from outside the us do not waste time And provide an estimate of worldwide toll out"
X Link 2025-06-18T06:28Z [----] followers, [--] engagements
"Will you let us know when reports will bring correct and up to date data. I see only hype on perplexity finance anytime I try to use it it comes with wrong numbers even for the most liquid stocks. I find Gemini and frock vastly superior but marketing of perplexity makes me check once in awhile to realize Gemini and grok are better"
X Link 2025-06-20T09:13Z [----] followers, [---] engagements
"@arielarmelv Por eso perdimos Que les quiten la entrada de por vida al estadio"
X Link 2025-06-20T13:02Z [----] followers, [---] engagements
"Financial statements - earning call transcripts / conference transcripts- and management letters when possible - = next step and my ideal wish would be: create an agent that pulls exactly that out of all documents (particularly from filings/ anual reports (telling the agent what to ignore what to take into account) and I have ready what I need to put into NotebookLM"
X Link 2025-07-04T04:25Z [----] followers, [---] engagements
"👇👇👇 so key point below and cannot agree more specially that there is a dangerous investment message by some others to clone and proud cloning cloning. Nothing more lazy and dangerous than that That attitude is a reflection of laziness with dangerous consequences Get ideas from others yes of course but never delegate work never delegate your thinking And never ever delegate an investment desicion You will never be unique And you will never have conviction The Cost of Copying: Why You Must Think for Yourself By @shyamsek Stop Copying Start Thinking: Discover why real investors never follow"
X Link 2025-07-05T12:51Z [----] followers, [----] engagements
"@MicroCapClub @pbcinc Well deserved No one who has dogged so dip in this name Well well deserved"
X Link 2025-07-08T13:30Z [----] followers, [---] engagements
"👇 Correct People often tend to think in absolutes choosing one extreme or the other. Few recognize that business evolution involves embracing ANDs rather than OR/VS options $GOOGL It's not $GOOG Search vs AI. It's Search and AI. CEO Sundar Pichai: "Overall queries and commercial queries on Search continue to grow year-over-year." It's not $GOOG Search vs AI. It's Search and AI. CEO Sundar Pichai: "Overall queries and commercial queries on Search continue to grow year-over-year.""
X Link 2025-07-24T12:16Z [----] followers, [----] engagements
"Haha no @SharogradskyM . Shelly is owned mostly by European investors and right now as you know all Europe is on holidays hahaha except crazy fund managers and Shelly employees Once Europeans are back in [--] weeks from holidays they will catch up with the news. 🤣🤣🤣 People even dont understand the value of it 🤣🤣🤣 otherwise how shares down 🤣🤣🤣 People even dont understand the value of it 🤣🤣🤣 otherwise how shares down 🤣🤣🤣"
X Link 2025-07-25T14:17Z [----] followers, [----] engagements
"@BobbyKKraft 🔥🔥🔥"
X Link 2025-07-28T10:45Z [----] followers, [---] engagements
"My two cents: I try to avoid thinking even about this. It drags me to make predictions about things I have zero control and disposes my bias also indeed need to leave room for optionality and macro optionality exists meaning ai real effect who knows - what max I can do is to leave th safer part of my barbell in the folio larger but I need to ensure on the other side I remain aggressive otherwise Inwill be leaving opportunities = in my case if I have too much cash/gold I have to allow large positions on my high conviction names (as long as they grow organically not adding like a maniac) and"
X Link 2025-07-29T09:32Z [----] followers, [---] engagements
"@Symmetry_Invest Wao great news"
X Link 2025-08-04T18:44Z [----] followers, [---] engagements
"The Value investing label is inflexible or has too little flexibility delegates a lot of thinking loves cloning and it is stuck in old convictions. The pure value investing crowd has never understood the level of optionality. In fact if you are as an investor and after years of investing still label your self (value or whatever it is an indication of your inflexibility) as I did when I began- investing it is"
X Link 2025-08-24T06:51Z [----] followers, [----] engagements
"@SwissTPortfolio Are you based in Zurich If yes dm never thought apure micro cap investor in these shores"
X Link 2025-08-25T06:12Z [----] followers, [---] engagements
"@SpecialSitsNews I thought the democrats were the comies but this And Intel stake Scary"
X Link 2025-08-28T12:47Z [----] followers, [---] engagements
"@pbcinc @dagensindustri @nicholasp66 @Assaf_Nathan @RyanReeves_ @SimeonResearch_ @sammutgabi Amazing you guys that were sooo early"
X Link 2025-08-28T17:51Z [----] followers, [---] engagements
"If there is a local team this will be awesome Shelly opening new markets 🚀 Shelly expands to the Benelux Weve established operations in the Netherlands led by General Manager Twan Huisman with a strong local team: Menno Langedijk Janet Schouten-den Butter & Jaap Veenstra. Excited to welcome them on board 🌟 #HelloBenelux #LocalExpansion https://t.co/lzLwS9tUgs 🚀 Shelly expands to the Benelux Weve established operations in the Netherlands led by General Manager Twan Huisman with a strong local team: Menno Langedijk Janet Schouten-den Butter & Jaap Veenstra. Excited to welcome them on board"
X Link 2025-09-05T06:23Z [----] followers, [----] engagements
"@escvel0city11 30% move (at some point) on a stock for this What kind of people trade stocks in Sweden"
X Link 2025-09-11T15:37Z [----] followers, [----] engagements
"@fedex774 The company management refuses to speak to investors Infind very odd their response. The majority shareholder controls almost 50% of the stock and cannot be bothered. When you have such a large shareholder you need to get to know them . I found their IR very very odd"
X Link 2025-09-15T11:45Z [----] followers, [---] engagements
"@SharogradskyM @SvenNordenstam Great points my dear Mark And yes people can decide to speak with customers or any stakeholders with proper research- or -listen to journalist as their source to form an opinion on a company. I think we know what is better or what should put us closer to the reality"
X Link 2025-09-16T08:18Z [----] followers, [---] engagements
"@mascarosergi So now you understand 🤣"
X Link 2025-09-18T13:45Z [----] followers, [---] engagements
"@mascarosergi Yes yes that is the better word You will feel it more and more the more things you do"
X Link 2025-09-18T15:04Z [----] followers, [---] engagements
"Friends: We moved the distribution of Araucas letter from Mail-chimp to @Wix (premium) and it went in very large numbers to Spam. - Please always check Spam but need to check why in Wix that happens. Arauca Capital has just released the H1-2025 letter If youre subscribed it should already be in your inbox. I know a bit delayed I share updates on our activities our largest holdings (Shelly Sofwave Alphabet) and I disclose some new [----] positions like Avio Intellego. Arauca Capital has just released the H1-2025 letter If youre subscribed it should already be in your inbox. I know a bit delayed"
X Link 2025-09-21T06:17Z [----] followers, [----] engagements
"@SharogradskyM Oh happy new Jewish year"
X Link 2025-09-22T14:58Z [----] followers, [---] engagements
"Andy you are a pillar of the investing community on this platform Thank you for your great kindness and as always it is super great to see you Until the next time my dear friend @evfcfaddict Having an 179% cagr over [---] years (after fees) is the one thing but let me kindly learn from your investment journeys is the other. A blast every time to meet you @jptissot1 one of the greats of the game https://t.co/ixvIawUxbC Having an 179% cagr over [---] years (after fees) is the one thing but let me kindly learn from your investment journeys is the other. A blast every time to meet you @jptissot1 one"
X Link 2025-09-29T11:19Z [----] followers, [----] engagements
"@SharogradskyM Extraordinary execution"
X Link 2025-10-07T18:53Z [----] followers, [---] engagements
"Shellys third-quarter preliminary results were a powerful rebuttal to the markets recent skepticism. Q32025 Revenues grew by 44% year-over-year surpassing the company's own guidance of 40%. Again Shelly is extremely consistent with the communication so this should not be a major surprise but it always is. Much of the market's doubt in my view came from a misunderstanding of Shelly's decision to refuse Amazon's unfavorable terms. Instead of seeing it as a sign of weakness I see it as a demonstration of immense pricing power and brand control which is completely missed until now by the market."
X Link 2025-10-08T05:34Z [----] followers, [----] engagements
"I hope you do not get angry with this answer and I say it with candor I personally have thousands of companies I do not understand and are in my hard pile. But imho if you *by your self * after following Shelly for [--] years do not get its moat it might be that the company is in your too hard pile. If you need other to tell you it is never a good sign with that said you are welcome to read my letters that for over [--] years I have explained that to my investors. And I hope you get this the right way"
X Link 2025-10-08T07:30Z [----] followers, [---] engagements
"@ricardog_77 and I worked for years and never had the chance to actually meet in person this changed a few weeks ago and I was delighted to spend a few days with him. Thank you my friend and up and to the right Pd for the super Millonarios T-shirts :) Happy to have been in Zurich a few days ago with my mentor and great friend @jptissot1 Grateful for these years of learning and building a great friendship with one of the best investors and friends in the world. It's truly rare to find people you can trust and talk about https://t.co/YXwZJyp0ua Happy to have been in Zurich a few days ago with"
X Link 2025-10-08T14:20Z [----] followers, [---] engagements
"🙏🙏🙏 thank you dear @Assaf_Nathan appreciate these words lot. Indeed I remember Opera and there are moreso many adventures we have in this business @jptissot1 You write so well. Very beautiful post. I totally agree. Ive seen you act like that in real time without hesitation. Remember Opera and what you told me when I asked about it It would also be a good example. @jptissot1 You write so well. Very beautiful post. I totally agree. Ive seen you act like that in real time without hesitation. Remember Opera and what you told me when I asked about it It would also be a good example"
X Link 2025-10-10T14:49Z [----] followers, [----] engagements
"$TPL my second biggest holding just had an amazing quarter - just check the numbers"
X Link 2018-04-30T20:44Z [----] followers, [--] engagements
"Sharing a nice investing letter. Interesting discussions on $TPL $CLWY and Value Investing thoughts http://goo.gl/Z6sj8V http://goo.gl/Z6sj8V"
X Link 2018-05-10T08:57Z [----] followers, [--] engagements
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing